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Invesco BulletShares 2027 High Yield Corporate Bond ETF

168 hedge funds and large institutions have $557M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $474M → $557M (+$82.7M)

8% more funds holding

Funds holding: 156168 (+12)

1.79% more ownership

Funds ownership: 66.16%67.95% (+1.8%)

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
22
Increased
80
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Mirador Capital Partners
California
$50.4M +$2.97M +131,525 +6%
LPL Financial
2
LPL Financial
California
$44.2M +$2.63M +116,522 +6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$36.1M +$4.74M +210,151 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$30.4M +$12.5M +554,323 +69%
Wells Fargo
5
Wells Fargo
California
$26.3M +$3.77M +167,096 +17%
Morgan Stanley
6
Morgan Stanley
New York
$24.9M -$606K -26,902 -2%
LFG
7
Larson Financial Group
Missouri
$21.5M -$125K -5,528 -0.6%
ATPW
8
Ashton Thomas Private Wealth
Arizona
$17.1M +$7.35M +325,856 +74%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.8M +$6.41M +284,411 +75%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$13.8M +$3.94M +174,737 +39%
UBS Group
11
UBS Group
Switzerland
$13M +$658K +29,175 +5%
Bank of America
12
Bank of America
North Carolina
$12M +$7.25M +321,691 +150%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$11M +$797K +35,367 +8%
PWM
14
Parkway Wealth Management
Texas
$10.2M +$1.3M +57,701 +15%
AA
15
Advisory Alpha
Michigan
$9.66M +$941K +41,753 +11%
IF
16
Ironwood Financial
Arizona
$8.19M -$96.6K -4,285 -1%
SIC
17
SFE Investment Counsel
California
$8.06M +$177K +7,843 +2%
IF
18
Intrua Financial
Texas
$7.84M +$745K +33,036 +10%
BAM
19
Banta Asset Management
California
$7.31M +$361K +16,000 +5%
VAM
20
Verity Asset Management
North Carolina
$7.11M +$7.16M +317,782 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.98M +$400K +17,746 +6%
CFO
22
Collective Family Office
Pennsylvania
$6.58M +$1.19M +52,738 +22%
AWM
23
Accurate Wealth Management
Florida
$6.09M +$3.93M +174,521 +181%
AIS
24
Altium Investment Strategies
Florida
$6.09M +$6.11M +271,003 New
MWM
25
Modern Wealth Management
Kansas
$6.01M +$189K +8,366 +3%